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UnitedHealth

3,116 hedge funds and large institutions have $240B invested in UnitedHealth in 2025 Q2 according to their latest regulatory filings, with 271 funds opening new positions, 1,267 increasing their positions, 1,408 reducing their positions, and 644 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,116
Holders Change
-439
Holders Change %
-12.35%
% of All Funds
41.78%
Holding in Top 10
73
Holding in Top 10 Change
-150
Holding in Top 10 Change %
-67.26%
% of All Funds
0.98%
New
271
Increased
1,267
Reduced
1,408
Closed
644
Calls
$15.3B
Puts
$12.1B
Net Calls
+$3.19B
Net Calls Change
+$2.33B
Name Holding Trade Value Shares
Change
Shares
Change %
VCP
3451
Vista Capital Partners
Oregon
-$347K -663 Closed
WJA
3452
Willis Johnson & Associates
Texas
-$344K -656 Closed
WAM
3453
Walker Asset Management
Missouri
-$342K -654 Closed
EWM
3454
Endowment Wealth Management
Wisconsin
-$341K -650 Closed
CWMS
3455
Cannon Wealth Management Services
North Carolina
-$254K -649 Closed
NI
3456
NDVR Inc
Massachusetts
-$338K -646 Closed
HCM
3457
Hall Capital Management
Rhode Island
-$337K -644 Closed
WPW
3458
Watershed Private Wealth
Illinois
-$333K -636 Closed
NAM
3459
NTV Asset Management
West Virginia
-$333K -636 Closed
CPRC
3460
Consolidated Portfolio Review Corp
New York
-$333K -636 Closed
MWM
3461
MinichMacGregor Wealth Management
New York
-$333K -636 Closed
WCWM
3462
Wooster Corthell Wealth Management
Connecticut
-$333K -635 Closed
RFG
3463
Range Financial Group
Oregon
-$332K -634 Closed
IAP
3464
Indie Asset Partners
Indiana
-$331K -633 Closed
PCP
3465
Panoramic Capital Partners
Oregon
-$350K -632 Closed
RRWA
3466
Rainey & Randall Wealth Advisors
Florida
-$329K -628 Closed
NG
3467
Northstar Group
New York
-$329K -628 Closed
MM
3468
MQS Management
New York
-$328K -627 Closed
SWM
3469
Seed Wealth Management
Illinois
-$328K -627 Closed
D
3470
Dentgroup
Louisiana
-$327K -625 Closed
AIMC
3471
Alley Investment Management Company
Illinois
-$328K -625 Closed
CWA
3472
CJM Wealth Advisers
Virginia
-$327K -624 Closed
PA
3473
Probity Advisors
Texas
-$327K -624 Closed
CST
3474
Charles Schwab Trust
Nevada
-$326K -623 Closed
MAG
3475
M3 Advisory Group
Massachusetts
-$326K -623 Closed